Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Driscoll is a financial advisor who specializes in financial planning, pension consulting, and selection of other advisors. Robert is registered with the state of California as an investment advisor representative (IAR) and has over 8 years of experience in the industry. He is currently employed by Miracle Mile Advisors, LLC and has previously worked at Infinity Financial Services and John Hancock Distributors LLC. Robert has a Series 65, 63 and 7, as well as a SIE license. Robert holds a Bachelor of Arts degree in Economics from the University of California, Berkeley. Robert is dedicated to providing personalized financial advice to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/01/2022 - Present
Miracle Mile Advisors, LLC (Sausalito CA)
CA
09/17/2019 - 01/03/2023
INFINITY FINANCIAL SERVICES (Sausalito CA)
CA
12/16/2015 - 09/03/2019
INFINITY FINANCIAL SERVICES (Sausalito CA)
MA
04/07/2014 - 08/04/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 02/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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